Securities Advisor

Desjardins

. Provide administrative assistance in compliance, budget monitoring, and management of administrative staff to the manager of a large branch or group of branches .

Posted 11/4/2026full-timeVal-d'Or • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in administrative assistance, compliance, and budget monitoring while effectively managing staff and fostering client relationships. Proficient in analyzing client needs and implementing tailored solutions to enhance service quality and satisfaction.

Highest-signal resume keywords

Administrative AssistanceBudget MonitoringClient Relationship ManagementFrench Language ProficiencyRecruitment and Hiring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Compliance ManagementOperational Problem-SolvingSecurities Products KnowledgeMutual Funds SupportExchange-Traded Funds SupportStructured Products KnowledgeLogistics CoordinationClient Needs AnalysisPersonalized Solutions DevelopmentService Quality Assurance

Soft Skills

Interpersonal SkillsCommunication SkillsNegotiation SkillsTeam LeadershipCustomer Service Orientation

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Operational IssuesBusiness RelationshipsClient SatisfactionSpecialized ProductsDistribution Channels

About the role

Key responsibilities & impact

Provide administrative assistance in compliance, budget monitoring, and management of administrative staff to the manager of a large branch or group of branches
Serve as a resource person for employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
Work with support services to resolve everyday operational issues in the branch or branches
Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
Proactively help recruit and hire administrative staff for the branch or branches
Handle logistics when employees start or leave
Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
Support discretionary management, mutual funds, exchange-traded funds, and structured products
Handle special information requests from clients and promote and sell specialized products and services
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
Support current and potential members and clients, represent the organization, and help negotiate agreements with clients

Requirements

What you’ll need

College diploma in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required

Benefits

Comp & perks

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment